The Wealth Company Small Cap Fund does not yet have a 5-year performance history.
The average return for Small Cap funds is 118.22% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 0.08% |
| 2 Year Return | N/A | 17.32% |
| 3 Year Return | N/A | 49.36% |
| 4 Year Return | N/A | 81.21% |
| 5 Year Return | N/A | 118.22% |
| 6 Year Return | N/A | 190.34% |
| 7 Year Return | N/A | 216.58% |
| Expense Ratio | 2.10% | - |
AMC: THEWEALTHCOMPANY
Category: Equity • Small Cap
Launch Date: 05 Mar 2026
Fund Manager: Mr. Aparna Shanker
Minimum Purchase: ₹10,000
Exit Load: 1.00% - if Units are redeemed/ switched-out within 1 year from the date of allotment. No Exit Load if Units are redeemed / switched-out after 1 year from the date of allotment.
Lock-in: 0
Risk: Moderate Risk
The Wealth Company Small Cap Fund is managed by THEWEALTHCOMPANY and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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